Crocus Wealth Limited

Independent Financial Adviser Ground Floor, 146 High Street, Billericay, Essex, CM12 9DF
Response rating
7.0/10
FCA verified
3rd December 2018
We are Chartered Financial Planners and have built a strong business based on the principles of delivering high quality advice.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
    • Taxation planning
    • Long term care
Meet our advisers
Gareth Heath APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Peter Norgate DipPFS
Managing Director
Graham Maguire FCII
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Kevin Cowlan ACII
Associate Director
Where to find us

Ground Floor, 146 High Street, Billericay, Essex, CM12 9DF

Contact us
About us

We are Chartered Financial Planners and have been trading since 2001. The Chartered status award is the highest recognition for Independent Financial Advisers and provides reassurance that the advisers have achieved the highest level of qualifications and have many years professional industry experience.

We pride ourselves on the level of service that we provide to our clients, which we believe they expect and deserve.

The depth of our knowledge means we can offer advice in the areas of Investments, Retirement Planning, Estate Planning and Protection.

Our Chartered Financial Planners also hold the pension transfer specialist examination.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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